Carson Advisory Inc. Davis Fundamental ETF Tr Transaction History

Carson Advisory Inc.

  • $145 Million
  • Q2 2025

A detailed history of Carson Advisory Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Carson Advisory Inc. holds 5,500 shares of DFNL stock, worth $244,860. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,500
Previous 5,500 -0.0%
Holding current value
$244,860
Previous $216,000 9.26%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$36.31 - $41.34 $9,004 - $10,252
-248 Reduced 4.31%
5,500 $209,000
Q3 2024

Nov 01, 2024
BUY
$33.22 - $36.99 $190,948 - $212,618
5,748 New
5,748 $212,000
Q2 2022

Aug 03, 2022
SELL
$25.35 - $30.89 $164,775 - $200,785
-6,500 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$28.41 - $33.19 $184,665 - $215,734
6,500 New
6,500 $201,000

Others Institutions Holding DFNL

# of Institutions
56
Shares Held
4.98M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DFNL Quotes by TradingView
  • Ticker DFNL
  • Sector ETFs
  • Industry ETFs
More about DFNL
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